# Best CPQ Software - 2026 Reviews & Pricing

> Find the best CPQ Software for your organization. Compare top CPQ Software systems with customer reviews, pricing, and free demos.

Source: https://www.softwareadvice.com/cpq

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# Best CPQ Software of 2026

Updated June 29, 2026

On this page

1.  FrontRunners
2.  Popular Comparisons
3.  Buyers Guide
4.  Related Software

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151 results

### Compare Products

Showing 1 - 25 of 151 products

#### Company Size

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-   11-50
    
-   51-200
    
-   201-500
    
-   501-1000
    
-   1000+
    

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**Recommendations**: Sorts listings by the number of recommendations our advisors have made over the past 30 days. Our advisors assess buyers’ needs for free and only recommend products that meet buyers’ needs. Vendors pay Software Advice for these referrals.  
  
**Reviews**: Sorts listings by the number of user reviews we have published, greatest to least.  
  
**Average Rating**: Sorts listings by overall star rating based on user reviews, highest to lowest.  
  
**Alphabetically (A-Z)**: Sorts listings by product name from A to Z.

### Product: Ploomes CRM

[Ploomes CRM](https://www.softwareadvice.com/product/449937-Ploomes/)

4.88

[(442)](https://www.softwareadvice.com/product/449937-Ploomes/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Ploomes CRM is a sales automation and customer relationship management platform built to simplify complex B2B sales. Designed for growing businesses that need more control over their pipeline, Ploomes centralizes proposals, workflows, and reports in one intuitive place. Sales teams gain full visibility into performance with real-time dashboards while automating repetitive tasks and document generation to save time and close deals faster. Unlike generic CRMs, Ploomes was built with consultative sales in mind. Customizable pipelines, advanced integrations (ERPs, Gmail, RD Station, Power BI, and more), and seamless reporting connect sales to the rest of the organization. Trusted by companies in industries such as manufacturing, technology, and insurance, Ploomes combines ease of use, fast implementation, and local customer support to drive measurable revenue growth and consistent adoption.... [Read more](https://www.softwareadvice.com/product/449937-Ploomes/)

### What users love

-   Intuitive and accessible interface
-   Comprehensive sales process oversight
-   Streamlined lead tracking tools

### To take in mind

-   Learning curve and complexity

### Best rated features:

Version Control

5.0

Customizable Templates

5.0

File Sharing

5.0

Sales Automation

5.0

### Worst rated features:

User Management

3.0

Segmentation

4.0

[See all features](https://www.softwareadvice.com/product/449937-Ploomes/#key-features)

### Ploomes Lite

$22.00/month

The best option for businesses that search to give the first step towards a better sales management.

[See full pricing details](https://www.softwareadvice.com/product/449937-Ploomes/#pricing-and-plans)

### Product: Quotient

[Quotient](https://www.softwareadvice.com/product-configurator/quotient-profile/)

4.81

[(136)](https://www.softwareadvice.com/product-configurator/quotient-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Quotient is online quoting software for people who'd rather be winning work than wrestling with documents. If you run a trades, construction, or service business, you know the routine. A customer asks for a price, and suddenly you're copying an old Word document, fixing someone else's numbers, exporting a PDF, and hoping it doesn't land in spam. Then silence. Did they open it? Are they comparing you with someone else? Should you call, or is it too soon? Quotient was built to end that guessing game. What makes it different Your quotes become interactive web pages, not static attachments. Customers open them on any device, tick the optional extras they want, choose between the options you've offered (good, better, best works wonders), and watch the total update as they go. When they're ready, they accept online with one click. If they have a question, they ask it right on the quote, and the whole conversation stays attached to the job instead of buried in an inbox. You'll know the moment your quote is viewed. And when it's time to give a customer a gentle nudge, Quotient flags exactly which quotes need following up and has a ready-to-send message waiting. One click and it's sent. Nothing goes out automatically, so your customers always hear from you, not a robot. Who it's for Quotient is made for small and medium businesses that quote every week: builders, electricians, painters, landscapers, security installers, event companies, IT providers, agencies, and consultants. If you send five or more quotes a week and each one matters, you're exactly who we built this for. It's deliberately simple. You won't find enterprise bloat, per-document fees, or a three-week onboarding course. Most people send their first quote within minutes of signing up. The practical wins Build quotes fast from reusable templates, with photos and file attachments that make your offer stand out. See your acceptance rate, average quote value, and total sales in built-in analytics, so you finally know what's working. And when a quote is accepted, create the Xero or QuickBooks Online invoice in one click. Quotient also connects with Capsule, Insightly, and Mailchimp, plus thousands more apps through Zapier. Support from real people When you need a hand, you'll get a prompt, personal reply from a real human who knows the product inside out. Our reviews mention the support team almost as often as the software itself. There's also a detailed knowledge base and video guides if you prefer to find your own way. Simple pricing, no surprises One flat monthly price for solo users, simple per-user pricing for teams, unlimited quotes on every plan. Try Quotient free, no credit card required, and send a real quote to a real customer today.... [Read more](https://www.softwareadvice.com/product-configurator/quotient-profile/)

### Best rated features:

Workflow Management

5.0

Customizable Branding

5.0

Knowledge Base Management

5.0

Content Library

5.0

### Worst rated features:

Reporting & Statistics

3.0

[See all features](https://www.softwareadvice.com/product-configurator/quotient-profile/#key-features)

### Solo

$28.00/month

1 Team Member Only. Everything you need to quote like a pro, solo.

### Team

$48.00/month

2-5 Team Members Included. Additional team members are $8 USD each per month. \* Private Notes & Team Mentions. \* Personalized Emails & Footers. \* “We / Me” Dashboard Filtering. \* Admin & Non-Admin Access. \* Individual Logins & Easy Access Removal.... [Read more](https://www.softwareadvice.com/product-configurator/quotient-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/product-configurator/quotient-profile/#pricing-and-plans)

### Product: Zakeke

[Zakeke](https://www.softwareadvice.com/product-configurator/zakeke-profile/)

4.89

[(44)](https://www.softwareadvice.com/product-configurator/zakeke-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Zakeke is a cloud platform empowering brands to offer their customers live Product Customization, 3D Digital Asset Management & AR view and Virtual Try-On. By integrating it with your store, your customers will be able to customize your products with texts, images, materials, colors and more, before they buy them. The 3D Product Configurator offer an immersive and unique 3D shopping experience with AR, transforming customers into creators!... [Read more](https://www.softwareadvice.com/product-configurator/zakeke-profile/)

### Best rated features:

Image Library

5.0

Order Management

5.0

Rule-based Configuration

5.0

Configuration Management

5.0

### Worst rated features:

Quotes/Estimates

3.0

Third-Party Integrations

3.0

Usage Tracking/Analytics

4.0

[See all features](https://www.softwareadvice.com/product-configurator/zakeke-profile/#key-features)

### Starter

$29.90/month

Publish up to 10 customizable products with Zakeke to your store Pay only 1.9% transaction fee for each order (billed monthly) Get free upgrades as soon as they are released Customer Support via Email with speedy turnaround... [Read more](https://www.softwareadvice.com/product-configurator/zakeke-profile/#pricing-and-plans)

### Grow

$69.90/month

Publish up to 50 customizable products with Zakeke to your store Pay only 1.8% transaction fee for each order (billed monthly) All Starter features plus: Remove "Powered by Zakeke" Sales Channel Dynamic Pricing rules Bulk Variaton Forms CMYK & Pantone color support... [Read more](https://www.softwareadvice.com/product-configurator/zakeke-profile/#pricing-and-plans)

### Scale

$149.90/month

Publish up to 100 customizable products with Zakeke to your store Pay only 1.7% transaction fee for each order (billed monthly) All Grow features plus: Pricing Rules for Configurations Custom environment texture Dynamic product properties Design Multiple Areas... [Read more](https://www.softwareadvice.com/product-configurator/zakeke-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/product-configurator/zakeke-profile/#pricing-and-plans)

### Product: ConvertCalculator

[ConvertCalculator](https://www.softwareadvice.com/cpq/convertcalculator-profile/)

4.84

[(37)](https://www.softwareadvice.com/cpq/convertcalculator-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

ConvertCalculator supports small businesses in growing their sales and online conversion. With ConvertCalculator you can create highly flexible and customizable calculation forms, that you embed on your website. Perfect for creating a price quote calculator, savings calculator, booking form, financial calculators, and as a product configurator. Let your customers set their prices and increase your online conversion. ConvertCalculator provides a website builder-like interface with the calculation power of Excel, to create any form you need. With smart features such as show/hide logic, input and output integrations, payments, and all the form elements you need, ConvertCalculator offers a complete solution.... [Read more](https://www.softwareadvice.com/cpq/convertcalculator-profile/)

### Best rated features:

API

5.0

For Customer Use

5.0

Lead Qualification

5.0

Lead Verification/Validation

5.0

### Worst rated features:

Landing Pages/Web Forms

4.0

Product Configurator

4.0

Proposal Generation

4.0

[See all features](https://www.softwareadvice.com/cpq/convertcalculator-profile/#key-features)

### Hobby

$18.00/month

Plan for pricing, savings and ROI calculators. The plan gives an free trial.

### Pro

$36.00/month

Plan for lead generation, quote forms, and product configuration.The plan gives an free trial.

### Premium

$60.00/month

Plan for calculators with complex business logic and for advanced forms. The plan gives an free trial.... [Read more](https://www.softwareadvice.com/cpq/convertcalculator-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/cpq/convertcalculator-profile/#pricing-and-plans)

### Product: ShopXpert

[ShopXpert](https://www.softwareadvice.com/cpq/shopxpert-profile/)

4.91

[(35)](https://www.softwareadvice.com/cpq/shopxpert-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

ShopXpert is a retail operations management platform. It helps retail businesses streamline their operations, optimize productivity, and scale their business. ShopXpert caters to small and midsize retailers in industries like fashion, jewelry, sporting goods, and electronics. ShopXpert offers modules for managing tasks, sending in-app messages, creating forms, outsourcing work, accessing a supplier portal, writing training notes, using an online academy, and tracking employee time. Retailers can choose the modules they need to build custom workflows for their business. ShopXpert is a cloud-based solution, so retailers can get started quickly without a complex deployment process. ShopXpert provides 24/7 support to help retailers learn the platform and address any issues. Retailers also get access to regular software updates to ensure they have the latest features and security enhancements.... [Read more](https://www.softwareadvice.com/cpq/shopxpert-profile/)

### Best rated features:

Bills of Material

5.0

Collaboration Tools

5.0

Approval Process Control

5.0

Project Management

5.0

### Worst rated features:

Reporting & Statistics

4.0

Order Tracking

4.0

[See all features](https://www.softwareadvice.com/cpq/shopxpert-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/cpq/shopxpert-profile/#pricing-and-plans)

### Product: ProPricer

[ProPricer](https://www.softwareadvice.com/pricing-optimization/propricer-profile/)

4.74

[(57)](https://www.softwareadvice.com/pricing-optimization/propricer-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

ProPricer is a Windows-based contract pricing solution, which helps small to midsize organizations in the government sector create, evaluate, submit and negotiate cost data. It allows users to develop cost proposals and perform cost breakdowns and roll-ups. The application enables team members to track previous pricing data to design new proposals and utilize advanced features to determine project scenarios. Using ProPricer, supervisors can record pricing formulas, structure and user permissions on a centralized platform. Professionals can add multiple sets of travel data, organize data by location and import and restore and archive proposals. It also lets users visualize cost data through charts, graphs, and pivot grids. ProPricer offers integration with various third-party applications. Pricing is available on request and support is offered via phone and documentation.... [Read more](https://www.softwareadvice.com/pricing-optimization/propricer-profile/)

### Basic

$5,000.00/year

[See full pricing details](https://www.softwareadvice.com/pricing-optimization/propricer-profile/#pricing-and-plans)

### Product: partnertribe

[partnertribe](https://www.softwareadvice.com/proposal-management/partnertribe-profile/)

4.76

[(59)](https://www.softwareadvice.com/proposal-management/partnertribe-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

partnerTribe is a cloud-based business management solution designed for small and midsize companies across various industries. partnerTribe offers key features like a customer relationship management (CRM) system to manage sales opportunities and customer data, business document management to store and share files, and analytics to gain insights into business metrics. It also provides electronic signature capabilities so documents can be signed remotely. Support is available through phone, email, and an online knowledge base.... [Read more](https://www.softwareadvice.com/proposal-management/partnertribe-profile/)

### Best rated features:

Reporting/Analytics

5.0

Real-Time Data

5.0

Third-Party Integrations

4.9

Proposal Generation

4.9

### Worst rated features:

Team Collaboration

4.0

[See all features](https://www.softwareadvice.com/proposal-management/partnertribe-profile/#key-features)

### Basic

€23.00/month

[See full pricing details](https://www.softwareadvice.com/proposal-management/partnertribe-profile/#pricing-and-plans)

### Product: Qwilr

[Qwilr](https://www.softwareadvice.com/cpq/qwilr-profile/)

4.61

[(385)](https://www.softwareadvice.com/cpq/qwilr-profile/reviews/)

Best for:Value for money

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

Qwilr is a cloud-based sales documentation and request for proposal (RFP) solution. It offers audit trail features, sales and marketing document storage, a content repository and analytics functionalities. Qwilr features a template library, which allows users to search RFP templates for sales, business and product proposals. Users can also embed multimedia content in proposals such as videos, spreadsheets and surveys. Sales and marketing management tools help users create price quotes, forward quotes to clients and manage approvals and payments. Analytics features allow users to track content metrics. The solution also enables users to create reports on content performance across sales and marketing divisions. It is compatible with multiple devices, such as tablets and desktops. Monthly and annual pricing plans are available. Support is offered through an online forum.... [Read more](https://www.softwareadvice.com/cpq/qwilr-profile/)

### Best rated features:

File Sharing

5.0

Automated Quoting

5.0

Pricing Management

5.0

RFP Management

4.8

### Worst rated features:

Knowledge Base Management

3.0

Collaboration Tools

3.0

Audit Trail

3.3

[See all features](https://www.softwareadvice.com/cpq/qwilr-profile/#key-features)

### Business

$35.00/month

The plan is billed annually and offers a 14-day free trial.

### Enterprise

$590.00/month

The plan includes 10 users and charges $59/month for each additional user.

[See full pricing details](https://www.softwareadvice.com/cpq/qwilr-profile/#pricing-and-plans)

### Product: OneBill

[OneBill](https://www.softwareadvice.com/commission/onebill-subscription-billing-platform-profile/)

4.81

[(21)](https://www.softwareadvice.com/commission/onebill-subscription-billing-platform-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

OneBill is an end-to-end subscription management, billing, and revenue management platform that powers the entire customer lead-to-revenue generation experience. OneBill supports all types of billing models such as one-time billing, subscription billing, recurring billing, and usage-based billing. OneBill’s seamless integration with other enterprise systems such as carriers & service providers, payment gateways, accounting & admin, taxation, CRM, ERP platforms is made possible with open APIs.... [Read more](https://www.softwareadvice.com/commission/onebill-subscription-billing-platform-profile/)

### Best rated features:

Commission Calculator

5.0

Online Invoicing

5.0

Data Import/Export

5.0

Reporting/Analytics

5.0

### Worst rated features:

Discount Management

3.0

[See all features](https://www.softwareadvice.com/commission/onebill-subscription-billing-platform-profile/#key-features)

### Core Billing & Monetization Platform

Custom

Pricing available upon request

OneBill provides a comprehensive Billing and Monetization platform that streamlines the entire Quote-to-Cash process. It features integrated CPQ, usage-based and subscription billing, automated invoicing, and revenue assurance. With built-in churn management and a deep library of CRM, Tax, and Payment integrations, OneBill scales with your business complexity."... [Read more](https://www.softwareadvice.com/commission/onebill-subscription-billing-platform-profile/#pricing-and-plans)

### Service Operations Modules

$800.00/month

Help desk/Ticketing system, Field Service Management, Professional Systems Automation are additional modules that can be deployed with the Monetization suite.... [Read more](https://www.softwareadvice.com/commission/onebill-subscription-billing-platform-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/commission/onebill-subscription-billing-platform-profile/#pricing-and-plans)

### Product: QuoteWerks

[QuoteWerks](https://www.softwareadvice.com/cpq/quotewerks-profile/)

4.60

[(192)](https://www.softwareadvice.com/cpq/quotewerks-profile/reviews/)

Best for:Customer support

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

QuoteWerks is a configure, price, quote (CPQ) solution that can be used in any industry for creating sales quotes and proposals. QuoteWerks integrates with customer management solutions like ACT!, ACT! for Web, Autotask, ConnectWise, GoldMine, Google Contacts, Maximizer, MS Dynamics CRM, Outlook, Zoho, HubSpot, salesforce.com, and SugarCRM. QuoteWerks also has its own built-in contact database. Users can import product information by linking QuoteWerks to product database sources like external databases, Excel spreadsheets or text files, or product information can be typed directly into the quote. QuoteWerks can even quote products that are stored in QuickBooks, Sage 50 or Peachtree. Users can get real-time pricing and warehouse availability from vendors as well as product descriptions, product images and marketing descriptions. Users can also submit orders electronically to vendors and receive order status with shipping tracking numbers, serial numbers and more.... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/)

### Best rated features:

Customizable Fields

5.0

RFP Management

5.0

Bills of Material

5.0

Customizable Branding

5.0

### Worst rated features:

Collaboration Tools

3.0

Content Library

3.6

[See all features](https://www.softwareadvice.com/cpq/quotewerks-profile/#key-features)

### Essential - For Teams & Startups

$50.00/month

Ideal for businesses that need a powerful, fundamental quoting solution to streamline their sales process. Unlimited Quotes Unlimited Named Users Bundles and Configurator Single Sign-On (SSO) Optional, Required, and Substitute Items All CRM and PSA Integrations Peer Review and Approval Process Phone and Email Support Available Purchase Orders Leasing Calculations Document Audit Trail Quote Revisions AI Scripting... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans)

### Balanced - For Scaling Businesses

$78.00/month

Designed for sales teams ready to supercharge their workflow with real-time insights, digital acceptance, and built-in payment collection. Everything in Essential, Plus: QuoteValet Know When Quotes are Viewed and Accepted Online Acceptance and E-signature Collect Credit Card and ACH Payments SMS Text Notifications on Large Quote Acceptance... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans)

### Pinnacle - For Advanced Workflows

$102.00/month

Built for sophisticated businesses that require advanced automation and seamless integration with their procurement and supply chain systems. Everything in Essential and Balanced, Plus: Auto Sales Tax Rates (USA) IT/MSP Distributor Content Amazon Business Integration Procurement Tracking and Online Ordering... [Read more](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/cpq/quotewerks-profile/#pricing-and-plans)

### Product: Quoter

[Quoter](https://www.softwareadvice.com/cpq/quoter-profile/)

4.65

[(54)](https://www.softwareadvice.com/cpq/quoter-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Quoter is a cloud-based solution designed to help service-based businesses manage the entire quoting lifecycle using electronic signature capture, tracking, CRM, accounting and automation tools. Key features include pricing management, product configurator, quote/proposal creation and online payments. Teams using Quoter can utilize predefined templates, add various content including proposals, pricing, quotes, product descriptions and configuration and share them with stakeholders. The centralized platform allows users to configure sales quotes with company logo/theme, establishing brand visibility across multiple platforms. Additionally, enterprises can determine costs of products/services, automate calculations and display margin performance in the dashboard. Quoter allows integration with various third-party applications such as Webhooks, MailChimp, Zapier and more. Pricing is available on monthly subscriptions and support is extended via documentation, phone and other online measures. Send winning sales quotes in minutes.... [Read more](https://www.softwareadvice.com/cpq/quoter-profile/)

### Best rated features:

Automated Quoting

5.0

Lead Management

5.0

Document Review

5.0

Client Portal

5.0

### Worst rated features:

Knowledge Base Management

3.0

Catalog Management

3.4

Contact Management

3.8

Discount Management

3.8

[See all features](https://www.softwareadvice.com/cpq/quoter-profile/#key-features)

### Product: shopVOX

[shopVOX](https://www.softwareadvice.com/manufacturing/shopvox-profile/)

4.58

[(243)](https://www.softwareadvice.com/manufacturing/shopvox-profile/reviews/)

Best for:Ease of use

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

shopVOX is a cloud-based platform for small to large businesses, which helps automate and streamline all processes related to manufacturing of custom products. The centralized platform comes with job boards, which let users create, assign and review tasks for employees through production workflows, calendars and automated job scheduling modules. Designed for custom manufacturing businesses including sign shops, embroiderers, print shops, screen printers and vehicle wrap shops, it provides features such as online proofing, customer asset administration, automatic status updates, sales/leads management and more. Businesses can use quotes management module to prepare customizable templates with discounts specific to certain areas or quantities. shopVOX comes with an open application programming interface, which enables users to modify the system and integrate it with several third-party applications such as QuickBooks, Xero, Outlook365, HubSpot, Zapier, SalesForce and more. Pricing is available on monthly subscriptions and support is extended via phone, email and other online measures.... [Read more](https://www.softwareadvice.com/manufacturing/shopvox-profile/)

### Best rated features:

Real-Time Data

5.0

Activity Tracking

5.0

Activity Dashboard

5.0

Client Management

5.0

### Worst rated features:

Data Import/Export

1.0

[See all features](https://www.softwareadvice.com/manufacturing/shopvox-profile/#key-features)

### shopVOX Express

$99.00/month

$99/month with one user Extra users are $19 per user/month USD 14 day Free Trial of shopVOX Express is available... [Read more](https://www.softwareadvice.com/manufacturing/shopvox-profile/#pricing-and-plans)

### shopVOX PRO

$199.00/month

$199/month Base Plan including one user $39 per user/month Add-ons are available to customize shopVOX PRO... [Read more](https://www.softwareadvice.com/manufacturing/shopvox-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/manufacturing/shopvox-profile/#pricing-and-plans)

### Product: Portal

[Portal](https://www.softwareadvice.com/product/486320-Portal/)

5.0

[(12)](https://www.softwareadvice.com/product/486320-Portal/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Portal.io is the ultimate sales platform for integrators to help reduce the friction in running your business – starting with an intuitive, beautifully designed proposal tool powered by a fully managed catalog of over 2 million industry products with real-time dealer pricing. Portal gives you everything you need to build accurate, beautiful proposals in a fraction of the time.... [Read more](https://www.softwareadvice.com/product/486320-Portal/)

### Best rated features:

Real-Time Data

5.0

Contract/License Management

5.0

Audit Trail

5.0

Billing & Invoicing

5.0

### Worst rated features:

Electronic Payments

4.0

[See all features](https://www.softwareadvice.com/product/486320-Portal/#key-features)

### Lite

$29.00/month

For 1 user

### Pro

$89.00/month

Up to 2 users

### Premium

$179.00/month

Up to 5 users

[See full pricing details](https://www.softwareadvice.com/product/486320-Portal/#pricing-and-plans)

### Product: Salesbook

[Salesbook](https://www.softwareadvice.com/crm/salesbook-profile/)

4.93

[(15)](https://www.softwareadvice.com/crm/salesbook-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

SalesBook is an innovative sales and presentation solution for mobile sales teams. SalesBook enables the team to present interactive demos of products and services to clients in a mobile environment. SalesBook automates product configuration and builds reports on the customer's profile and purchase history.... [Read more](https://www.softwareadvice.com/crm/salesbook-profile/)

### Best rated features:

Document Management

5.0

Pipeline Management

5.0

Activity Tracking

5.0

For Sales Teams/Organizations

5.0

### Worst rated features:

Task Management

4.0

Sales Onboarding & Training

4.0

Customizable Reports

4.0

[See all features](https://www.softwareadvice.com/crm/salesbook-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/crm/salesbook-profile/#pricing-and-plans)

### Product: Apparound

[Apparound](https://www.softwareadvice.com/proposal-management/apparound-profile/)

4.92

[(13)](https://www.softwareadvice.com/proposal-management/apparound-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Apparound provides a CPQ (configure price quote) module that helps sales teams create quotes without errors, engage customers in the configuration of the order and simplify sales management. The solution is designed to improve the speed of preparing quotations, contract closure-ratio, and reduction of printing, logistics, and training costs. Apparound features sales metrics, including dashboard capabilities, so that sales managers can view their team’s performance at any time, from any location.... [Read more](https://www.softwareadvice.com/proposal-management/apparound-profile/)

### Best rated features:

Alerts/Notifications

4.0

Activity Dashboard

4.0

Content Management

4.0

Contact Management

4.0

### Worst rated features:

Email Management

4.0

Lead Management

4.0

CRM

4.0

Contact Management

4.0

[See all features](https://www.softwareadvice.com/proposal-management/apparound-profile/#key-features)

### Basic

Custom

Pricing available upon request

[See full pricing details](https://www.softwareadvice.com/proposal-management/apparound-profile/#pricing-and-plans)

### Product: DealHub

[DealHub](https://www.softwareadvice.com/accounting/dealhub-profile/)

4.65

[(95)](https://www.softwareadvice.com/accounting/dealhub-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

DealHub is the unified Agentic Quote-to-Revenue (Q2R) platform built for complex, modern GTM motions. The platform empowers high-growth SaaS and forward-thinking enterprises to automate and accelerate their entire revenue lifecycle. Revenue Operations (RevOps) teams gain maximum flexibility, easily designing and launching any monetization strategy—including SLG, PLG, Usage-Based, and AI Consumption—without relying on heavy IT intervention. DealHub replaces fragmented tools, consolidating AI-Powered CPQ, CLM, Subscription Management, Billing, and DealRoom into a single, AI-driven platform. This ensures accuracy and provides C-Suite executives with real-time visibility on key financial metrics. The platform integrates natively with existing CRMs to ensure a fast time-to-value.... [Read more](https://www.softwareadvice.com/accounting/dealhub-profile/)

### Best rated features:

Multi-Currency

5.0

Invoice Processing

5.0

Invoice Creation

5.0

Invoice History

5.0

### Worst rated features:

Customer History

3.0

Email Templates

3.0

[See all features](https://www.softwareadvice.com/accounting/dealhub-profile/#key-features)

### Product: Expedite Commerce

[Expedite Commerce](https://www.softwareadvice.com/accounting/expedite-commerce-profile/)

4.76

[(21)](https://www.softwareadvice.com/accounting/expedite-commerce-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Expedite Commerce is a cloud-based Revenue Operations and Management platform that serves sophisticated businesses in SaaS, Manufacturing, XaaS (anything-as-a-service), IoT, Communications, and B2B subscriptions. We offer a product suite that helps manage your buyer journey end-to-end. Products include e-commerce software, digital sales room software, CPQ (configure-price-quote) software, Contract Lifecycle Management (CLM) software, Recurring Billing software, Revenue Cycle Management software, and Subscription Management software. These solutions enable leaders in Sales Operations, Marketing Operations, and Subscription Finance and Revenue to get a bird’s eye view of metrics that matter and actionable insights on a unified dashboard. 𝗖𝗣𝗤 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 The Expedite Commerce CPQ is an advanced quote-to-cash solution. It enables quick, accurate, and highly configured quotes for B2B businesses. It comes with powerful features like guided selling, guided selection, and dynamic 3D visualization. The CPQ software is quick to deploy, scalable, and demands no coding for customizations. 𝗲𝗖𝗼𝗺𝗺𝗲𝗿𝗰𝗲 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 The Expedite Commerce eCommerce solution helps build storefronts for sophisticated B2B, B2C, and B2B2C businesses to create a branded online presence, gain sales efficiencies, expand market outreach, and improve customer experience. 𝗦𝘂𝗯𝘀𝗰𝗿𝗶𝗽𝘁𝗶𝗼𝗻𝘀 & 𝗕𝗶𝗹𝗹𝗶𝗻𝗴 𝗦𝗼𝗳𝘁𝘄𝗮𝗿𝗲 The Expedite Commerce Subscriptions & Billing solution suite enables subscription-based companies to streamline recurring billing, put revenue recognition and reconciliation on auto-pilot, and forecast revenue streams in real-time. Expedite Commerce is built atop Salesforce and seamlessly integrates with your favorite CRM, ERP, tax and accounting, payments, communications, and other leading business tools and solutions. All our solutions are highly extensible, configurable, and interoperable.... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/)

### Best rated features:

Payment Processing

5.0

Workflow Management

5.0

Order Management

5.0

Subscription Plan Management

5.0

[See all features](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#key-features)

### CPQ

$90.00

Starting at $90 USD per user per month. Minimums apply. Portal licenses are available at additional cost.... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans)

### QTC for XaaS

$90.00/year

Manage complete buying journey for SaaS, XaaS, or IoT companies. Lets your team Sell Faster and Deliver Sooner and Build Relationships with Quote-to-Cash: • Includes all feature in the CPQ edition • Subscription and Renewal Management • Serialized Hardware Device Management • Provisioning Connector\*\* • Avalara Tax Connector • ERP Connector\*\* • Customer Portal\*\* • 3rd Party Portal\*\* • Includes Salesforce Platform for Expedite Commerce OEM • \*USD/user/month\* (billed annually) • \*\* Available at an additional fee • \*\*\* must be purchased with Enterprise Billing... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans)

### CPQ for Brands

$110.00

Starting at $110 USD per user per month. Minimums apply. Portal licenses are available at additional cost.... [Read more](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/accounting/expedite-commerce-profile/#pricing-and-plans)

### Product: MiClient

[MiClient](https://www.softwareadvice.com/marketing/miclient-profile/)

4.76

[(21)](https://www.softwareadvice.com/marketing/miclient-profile/)

### Pricing availability

Free trial: Available

Free version: Available

Software Advice Summary

MiClient is proposal management software which helps in automating Lead Management, Proposal Management and Client On-boarding processes. With the simplified and easy to use workflow, you can forget about the complexity of CRMs and use MiClient to increase your Sales conversion and improvise your Client On-boarding Experience. Now you will never miss on Churn and can expect more business references by using MiClient.... [Read more](https://www.softwareadvice.com/marketing/miclient-profile/)

### Best rated features:

Knowledge Base Management

5.0

Proposal Generation

5.0

RFP Management

5.0

Templates

5.0

[See all features](https://www.softwareadvice.com/marketing/miclient-profile/#key-features)

### Basic

$32.00/month

[See full pricing details](https://www.softwareadvice.com/marketing/miclient-profile/#pricing-and-plans)

### Product: iQuoteXpress

[iQuoteXpress](https://www.softwareadvice.com/rfp/iquotexpress-profile/)

4.76

[(21)](https://www.softwareadvice.com/rfp/iquotexpress-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

iQuoteXpress (IQX) is a sales proposal automation solution that reduces the time and costs it takes to make sales quotes by more than half. Used across almost every vertical—tech, real estate, manufacturing, education, and more—IQX benefits any organization with a sales team that builds, sends, and tracks sales quotes. With a dynamic product and pricing configuration engine and professionally designed templates, it enables salespeople with little or even no experience in creating proposals to make professional, accurate, and engaging sales quotes in just a few minutes. IQX integrates with Zoho CRM and Books, Dynamics CE and F&O, Salesforce, Oracle, and other solutions with ease, and may also be used as a standalone solution. And it’s a fully supported cloud-based solution: IQX developers can create your product/pricing configurations, upload templates, and assist you before, during, and after implementation. IQX offers per-user, per-month pricing, enabling easy scalability for businesses across all major vertical markets.... [Read more](https://www.softwareadvice.com/rfp/iquotexpress-profile/)

### Best rated features:

Reporting & Statistics

5.0

Accounting Integration

5.0

Proposal Generation

4.8

Catalog Management

4.8

### Worst rated features:

Electronic Signature

3.3

Price and Cost Calculations

4.0

Content Library

4.0

[See all features](https://www.softwareadvice.com/rfp/iquotexpress-profile/#key-features)

### Product: CIS Configurator

[CIS Configurator](https://www.softwareadvice.com/cpq/cis-configurator-profile/)

4.85

[(13)](https://www.softwareadvice.com/cpq/cis-configurator-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

CIS Configurator is a cloud-based tool for large and midsize manufacturing businesses. It helps automate configuring, pricing and quote generation. It can operate as a standalone solution using its own SQL database or integrate with other applications. On-premise deployments are also available. The Quotebuilder module allows users to automate the quoting process for sales personnel, resellers, dealers and customers. Quotes containing configured items and stock data can be created, edited, revised and copied and are stored in a central database. Documents can also be uploaded. Multi-currency support and conversion price lists are also provided. The Configurator module enables users to import and export items and item features, descriptions, prices and answers to questions. Users can customize different categories, fields, various question behaviors and update pricing. Monthly and perpetual licenses are available, as well as a free trial. Support is offered over the phone and via email.... [Read more](https://www.softwareadvice.com/cpq/cis-configurator-profile/)

### Best rated features:

Price and Cost Calculations

5.0

Discount Management

5.0

Pricing Management

5.0

Proposal Generation

5.0

### Worst rated features:

Real-time Product Visualizations

4.0

[See all features](https://www.softwareadvice.com/cpq/cis-configurator-profile/#key-features)

### Subscription - Monthly

$595.00/month

Our system is available for all sizes of organizations, we have customers with five users to enterprise organizations with hundreds of users. Our entry point starts with five users. One Admin user One Model-Builder (Embeds logic in the application) Three Quote/Configurator users... [Read more](https://www.softwareadvice.com/cpq/cis-configurator-profile/#pricing-and-plans)

[See full pricing details](https://www.softwareadvice.com/cpq/cis-configurator-profile/#pricing-and-plans)

### Product: D3M

[D3M](https://www.softwareadvice.com/collaboration/d3m-profile/)

4.67

[(30)](https://www.softwareadvice.com/collaboration/d3m-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

D3M is a cloud-based sales enablement and network mapping tool designed to help businesses in the IoT, video, wireless, and radio industries streamline network documentation, design, implementation, and automation among other processes. The platform enables users to organize projects, build diagrams, record notes, create templates, collaborate with colleagues and generate sales quotes. It allows businesses to design video surveillance networks and display device locations including cameras, coverage angles, and more. D3M is pre-loaded with device libraries and manufacturer icons such as IoT transmitters, wireless access points and iBeacons. Additionally, it provides features to help users configure custom branding and auto-generate sales quotes with pricing, quantity, part numbers, and more. D3M facilitates integration with product icon libraries and enterprise applications. Pricing is based on monthly and annual subscriptions and support is extended via email, FAQs, chat and an online knowledge base.... [Read more](https://www.softwareadvice.com/collaboration/d3m-profile/)

### Professional

$20.00/month

Billed annually

### Team

$35.00/month

Billed annually

### Enterprise

Custom

Pricing available upon request

Contact for pricing

[See full pricing details](https://www.softwareadvice.com/collaboration/d3m-profile/#pricing-and-plans)

### Product: MRPeasy

[MRPeasy](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/)

4.54

[(168)](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/reviews/)

Best for:Small businesses

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

MRPeasy is a versatile cloud-based ERP system for small and scaling companies (perfect for up to 200 employees). The software offers a complete ERP solution with robust production planning and inventory management functionalities in an easy-to-use interface. MRPeasy is perfect for growing manufacturers and distributors across a wide range of industries. At the heart of MRPeasy lies a sophisticated MRP system providing complete control over production planning, production scheduling, capacity planning, order management, and job reporting. Calculating the product cost and lead time is completed within minutes. Customer orders can be converted into manufacturing orders in a single click, and the system automatically generates purchase orders for out-of-stock items. MRPeasy includes comprehensive Bill of Materials (BOM) tools featuring configurable, multi-level, and disassembly BOMs, and a product configurator. There’s also kitting, subcontracting, shop floor control, and much more. System-wide traceability with serial number, product batch, and lot tracking helps keep an eye on all levels of manufacturing from planning to execution. MRPeasy also offers a complete inventory, procurement, and order management solution. The system streamlines supplier interactions, granting full control over the inventory, helping to avoid stockouts, and minimizing holding costs. Further included are reorder points, custom fields, a returns system, quality and version control, barcoding, and much more. Purpose-built for small and medium businesses, MRPeasy provides access to powerful productivity features in an affordable and easy-to-use interface. Core functionalities include: - Production planning and scheduling – Master Production Schedule, interactive production calendar and Gantt charts with drag-and-drop rescheduling, backward production scheduling, per-worker production plans, order management, and much more. - Bill of Materials (BOM) management – full BOM control with multi-level and matrix BOMs for sub-assemblies, built-in product configurator, routing, workstation, and version control. - Inventory management and traceability – a full overview of stock lots, inventory levels and movements, critical on-hand report, built-in serial number and lot/batch tracking, barcoding, and much more. - Purchases – vendor management, pre-filled purchase order creation, booking goods into MOs directly from planned purchases, color-coded warnings for delayed parts, quality inspections, etc. - Sales, CRM, and quoting – one-click cost and lead time estimation, easy quote generation, price list functionality for custom markups, automatic waybill and shipping list generation, return merchandise authorization (RMA) system, etc. - Shop floor management – built-in manufacturing execution system (MES), My Production Plan for employee-specific work schedules and Internet Kiosk with barcoding support for shop floor reporting. - Accounting and reports – standard accounting module, real-time COGS, COGM, profit/loss, WIP inventory tracking, financial reports, and full integrations with Xero and QuickBooks Online. - Built-in integrations – seamless integrations with a wide range of e-commerce, shipping, fulfillment, financial, and workflow automation platforms.... [Read more](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/)

### Best rated features:

Shipping Management

5.0

Resource Management

5.0

Maintenance Management

5.0

Parts Management

5.0

[See all features](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/#key-features)

### Starter

$49.00/month

Users beyond 10 - it increases to $79/10 users

### Professional

$69.00/month

Cloud based plan that includes free updates

### Enterprise

$99.00/month

Most popular plan

[See full pricing details](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/#pricing-and-plans)

### Product: Hive CPQ

[Hive CPQ](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/)

4.90

[(10)](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Hive CPQ is a Configure Price Quote software for manufacturers of complex products. The solution simplifies the sales process by allowing users to configure products, consult accurate prices, and generate quotes with ease. It supports sales in six different steps: 1. CONFIGURATION: The Hive product configurator enables users to compose products until they perfectly meet the customer’s wishes. Interactive 3D models and predetermined questions help users through the configuration. Our rules engine instantly validates all product configurations, so inaccurate configurations cannot be ordered. 2. PRICE: Hive CPQ immediately calculates the correct price for the product configuration based on price lists provided by manufacturers. Our software takes variables such as different pricing per region, volume discounts or pricing per customer group into account. Say goodbye to calculating prices manually. 3. QUOTE: Generate a customized quote within minutes with Hive CPQ. Use templates made by your marketing team, the Hive CPQ engine will instantly fill out the product and pricing information, including 3D models. 4. ORDER: Place your order online on Hive CPQ. Our software will immediately send the information to the right places in your technological environment (your ERP, CRM, CAD or other systems). 5. PRODUCTION: Time to start producing! Hive CPQ has already validated the configurations and spare parts, so production happens more smoothly. The order status can be tracked on the platform at any time. 6. CUSTOMER SERVICE: Identifying the correct spare part in customer service can be a real challenge. Hive CPQ has a unique system to avoid costly mistakes: Using exploded views of all products, Bill Of Materials (BOMs), and product serial numbers, users can quickly identify and re-order their spare parts. The extensiveness of our solution makes Hive unique in the CPQ market. Hive CPQ is a perfect fit for manufacturers and their distribution network. Distributors get their own login to the software and can configure or order products without the help of a sales representative. Incoming orders have already been validated, so manufacturers can immediately start producing. This creates a huge boost in the volume of closed sales! Supporting your sales process with CPQ allows you to spend less time quoting and more time selling, resulting in sustainable growth, an unseen buying experience for distributors and customers, and efficient workflows! Hive CPQ serves medium to large manufacturing enterprises. The platform is trusted by leading companies in the industry and has over 8000 monthly users in more than 80 countries. Our pricing is dynamic and depends on the requirements and features you need in Hive CPQ. We have a team of CPQ experts assisting you with integrations, project setup, maintenance and more. Our team has been awarded with the Best Support in the CPQ industry multiple times. So, why Hive CPQ? - The most user-friendly interface - Easy to implement and maintain - For omnichannel sales - Team of CPQ experts for the best support Want to start working more efficiently? Learn more on hivecpq.com Or contact us for a personalized demo!... [Read more](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/)

### Best rated features:

Price and Cost Calculations

4.5

Quotes/Estimates

4.0

3D Imaging

4.0

Rule-based Configuration

4.0

### Worst rated features:

eCommerce Management

4.0

Contact Management

4.0

Product Configurator

4.0

Rule-based Configuration

4.0

[See all features](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/#key-features)

### Basic

€1,500.00/month

[See full pricing details](https://www.softwareadvice.com/product-configurator/hive-cpq-profile/#pricing-and-plans)

### Product: Simplio3D

[Simplio3D](https://www.softwareadvice.com/product-configurator/simplio3d-profile/)

4.61

[(18)](https://www.softwareadvice.com/product-configurator/simplio3d-profile/reviews/)

### Pricing availability

Free trial: Available

Free version: Not available

Software Advice Summary

Simplio3D is a web-based product viewer and product configurator solution built for e-commerce platforms. It offers various features including a product builder, viewport module, design tool, plus more. Simplio3D can help businesses improve conversions and ROI. It offers virtual and augmented reality extensions to enhance the buyer experience when browsing products. This solution can help businesses who sell a wide range of configurable products. Using the Simplio3D portal, administrators can create and edit product parameters such as options, price, description, and more. The solution integrates with third-party applications including WooCommerce, Shopify, Magento, Opencart, PrestaShop, and PayPal. Simplio3D is accessible on mobile devices. Pricing for Simplio3D includes a one-time license fee. The fee covers installation, branding, and technical support that is available via an online help desk, live chat, and documentation.... [Read more](https://www.softwareadvice.com/product-configurator/simplio3d-profile/)

### Best rated features:

Real-time Product Visualizations

5.0

3D Imaging

5.0

Rule-based Configuration

5.0

Quotes/Estimates

5.0

[See all features](https://www.softwareadvice.com/product-configurator/simplio3d-profile/#key-features)

### Starter

$29.00/month

### Pro

$49.00/month

Features found in Basic and:

### Enterprise

Custom

Pricing available upon request

Features found in Pro and:

[See full pricing details](https://www.softwareadvice.com/product-configurator/simplio3d-profile/#pricing-and-plans)

### Product: Epicor CPQ

[Epicor CPQ](https://www.softwareadvice.com/product-configurator/kbmax-profile/)

4.62

[(21)](https://www.softwareadvice.com/product-configurator/kbmax-profile/reviews/)

### Pricing availability

Free trial: Not available

Free version: Not available

Software Advice Summary

Epicor CPQ ensures every configuration is accurate, profitable, and optimized from an engineering standpoint. It then automatically calculates pricing and generates a quote. Finally, it generates CAD drawings and bills of materials for the unique configurations, saving a lot of manual work and connecting sales, engineering, and manufacturing teams seamlessly. Epicor CPQ makes the sales process highly engaging for customers, who can see their products come to life on-screen before placing an order. It also makes the engineer-to-order (ETO) process faster, more efficient, and collaborative for the whole company. Customers receive quotes and have their orders processed more rapidly than with any of your competitors. Here’s what sets Epicor CPQ apart: \*Captivating Visual Experience: Customers experience your products like never before with gaming-quality 2D, 3D, and AR configurators. \*Instant Pricing and Quotes: Dynamic pricing and real-time quotes reduce week-long sales cycles to seconds. \*Engineer-to-Order Automation: Everything needed to manufacture your product—from CAD files to BOMs—is generated automatically, enabling a truly automated manufacturing process. \*No-Code Rule Creation: Creating and maintaining the rules that constrain how your products are configured, priced, and sold is easy, thanks to Epicor CPQ’s intuitive, no-code rules engine. \*Immersive eCommerce Configurator: Epicor CPQ is the only solution that lets you embed a visual configurator into your website, boosting average conversion rates by 40%. \*Seamless System Integration: Epicor CPQ integrates easily with any of your websites, apps, and core systems like ERP, CRM, and PIM. \*Cloud-Based Convenience: Manage your CPQ processes from anywhere, on any device, at any time, with our fully cloud-native solution. \*Trusted Worldwide: Join a global community of over 538,000 users across 36 countries, all enjoying the reliability and comprehensive support provided by Epicor Corporation.... [Read more](https://www.softwareadvice.com/product-configurator/kbmax-profile/)

### Best rated features:

API

5.0

Approval Workflow

5.0

Price/Margin Management

5.0

Price and Cost Calculations

5.0

### Worst rated features:

3D Imaging

3.5

eCommerce Management

4.0

2D Drawing

4.0

[See all features](https://www.softwareadvice.com/product-configurator/kbmax-profile/#key-features)

### KBMax (Epicor CPQ) Standard

$150.00/month

The plan is billed annually.

### KBMax (Epicor CPQ) Plus

Custom

Pricing available upon request

The detailed pricing is available on request.

[See full pricing details](https://www.softwareadvice.com/product-configurator/kbmax-profile/#pricing-and-plans)

1

[2](https://www.softwareadvice.com/cpq/?page=2)[3](https://www.softwareadvice.com/cpq/?page=3)[4](https://www.softwareadvice.com/cpq/?page=4)[5](https://www.softwareadvice.com/cpq/?page=5)[6](https://www.softwareadvice.com/cpq/?page=6)[7](https://www.softwareadvice.com/cpq/?page=7)

## Popular Comparisons

[

JobBOSS² vs Odoo

](https://www.softwareadvice.com/manufacturing/jobboss2-profile/vs/odoo/)[

PandaDoc vs Qwilr

](https://www.softwareadvice.com/contract-management/pandadoc-profile/vs/qwilr/)[

MRPeasy vs shopVOX

](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/vs/shopvox/)[

Quotient vs QuoteWerks

](https://www.softwareadvice.com/cpq/quotewerks-profile/vs/quotient/)[

DealHub vs ProPricer

](https://www.softwareadvice.com/accounting/dealhub-profile/vs/propricer/)

## Your Guide to Top CPQ Software, August 2022

Software Advice uses reviews from real software users to highlight the top-rated CPQ products in North America.

[Learn how products are chosen](https://www.softwareadvice.com/legal-page/frontrunners-methodology/)

#### Explore FrontRunners

-   [Zakeke](https://www.softwareadvice.com/product-configurator/zakeke-profile/)
-   [ConvertCalculator](https://www.softwareadvice.com/cpq/convertcalculator-profile/)
-   [Scoro](https://www.softwareadvice.com/psa/scoro-profile/)
-   Verenia CPQ
-   [shopVOX](https://www.softwareadvice.com/manufacturing/shopvox-profile/)
-   [Qwilr](https://www.softwareadvice.com/cpq/qwilr-profile/)
-   [MRPeasy](https://www.softwareadvice.com/manufacturing/mrpeasy-profile/)
-   [PandaDoc](https://www.softwareadvice.com/contract-management/pandadoc-profile/)
-   [Bitrix24](https://www.softwareadvice.com/nonprofit/bitrix24-profile/)
-   [Odoo](https://www.softwareadvice.com/crm/odoo-profile/)

“Usability” includes user ratings for Functionality and Ease of Use.

“Customer Satisfaction” includes user ratings for Customer Support, Likelihood to Recommend and Value for Money.

Reviews analysis period: The reviews analysis period spans two years and ends the 15th of the month prior to publication.

These days, business clients expect instant price estimates when they contact manufacturers for quotes. Providing a quote upon initial inquiry has now become much more streamlined and is no longer a significant bottleneck in the sales cycle. This is due in part to the rise of configure-price-quote (CPQ) software.

We’ve created this guide to help you understand what CPQ software is and how it can benefit your business. In this guide, we’ll cover:

_(Click on a link below to jump to that section.)_

[What Is CPQ Software?](#WhatIsCPQSoftware)

[Common Features of CPQ Solutions](#CommonFeaturesofCPQSolutions)

[What Type of Buyer Are You?](#WhatTypeofBuyerAreYou)

[Pricing Models](#PricingModels)

## What Is CPQ Software?

CPQ software is used by sales professionals to provide cost estimates for custom orders, often in the context of a built-to-order manufacturing operation. With a CPQ solution, a salesperson can use requirements, order volume and other details from the client to generate an estimate on the spot. It is critical for streamlining the sales process and ensuring that sales prospects do not fall through the cracks because they did not receive a prompt estimate.

CPQ software often integrates with a manufacturer’s [customer relationship management](https://www.softwareadvice.com/crm/) (CRM) system, and in some cases with their [material requirements planning](https://www.softwareadvice.com/manufacturing/mrp-software-comparison/) (MRP) system, further streamlining the sales-to-manufacturing process. In other situations, the CPQ solution might be one module within a broader CRM or MRP suite.

## Common Features of CPQ Solutions

Although each system is likely to have its own unique characteristics that may make it a better or worse fit for your business, there are a handful of core features common to most CPQ solutions. In the table below, we take a look at those common features you’ll find in most products:

**Analytics**

Provides detailed reports and data, typically in a dashboard format, of sales KPIs and other business metrics of how the CPQ system has been used in the past. Some platforms can do forecasting or other predictive analytics to gauge what future sales and configurations will be like.

**Guided selling**

Sales professionals can easily find suitable products automatically, based on the client’s needs and requirements.

**Price and quote**

The core feature of a CPQ system, price and quote sets the price based on a client’s requirements and delivers the quote to the client.

**Renewal management**

Assists sales professionals in maintaining standing orders or renewed orders with their clients.

**Product configuration**

Allows businesses to set logic rules for how products can be configured and what degree of customization a customer can choose.

**Mobile compatibility**

Many CPQ platforms offer mobile compatible apps for sales professionals that are on the go. These apps are usually just as fully featured as their desktop counterparts.

_Salesforce Steelbrick price quoting on iPad. Source:_ [SteelBrick.com](https://www.steelbrick.com/)

## What Type Of Buyer Are You?

CPQ software is most often used by midsize and larger organizations with extensive product lines or those that offer a large degree of customization for customers when ordering.

The types of businesses most likely to deploy a CPQ solution usually have large sales teams who must be continuously kept in the loop about product changes and development. CPQ software is also used by sales teams that have trouble managing and neatly organizing a large volume of custom sales orders and inquiries.

That said, smaller businesses that are growing rapidly may wish to deploy CPQ software, as it can give them a competitive edge by enabling them to quickly turn around [price quotes](https://www.softwareadvice.com/cpq/quoting-comparison/) back to customers.

## Pricing Models

Most modern CPQ systems are **cloud-based** and typically priced as a **monthly subscription**, based on the size of the buyer's business or the number of named users. The advantages of cloud-based systems include:

-   Easier deployment (since the software is accessed online, rather than installed on the users' own local servers)
    
-   Shorter implementation time (for the same reason)
    
-   Automatic updates pushed out by the vendor (rather than the user having to install updates themselves manually)
    

However, some CPQ software vendors might offer CPQ software that is hosted **on-premise** and priced as a **perpetual license**. Typically with perpetual licenses, however, annual fees for support and maintenance still apply.

There are benefits and drawbacks to both pricing models. Smaller organizations tend to be attracted to the lower upfront costs associated with monthly subscriptions.

However, be aware that the total cost of ownership (TCO) of subscription-based products tends to converge with that of perpetual license-based products over time. While you'll pay less upfront for a subscription, the subscription fee recurs monthly, whereas with a perpetual license, recuring fees are much lower and tend to be less frequent (e.g. annual fees for maintenance or upgrades).

### Related CPQ Software

-   [Commission Software](https://www.softwareadvice.com/commission/)
-   [Proposal Management Software](https://www.softwareadvice.com/proposal-management/)
-   [Quoting Software](https://www.softwareadvice.com/cpq/quoting-comparison/)
-   [RFP Software](https://www.softwareadvice.com/rfp/)
-   [Sales Force Automation Software](https://www.softwareadvice.com/crm/sales-force-automation-comparison/)
-   [Sales Forecasting Software](https://www.softwareadvice.com/sales-forecasting/)
-   [Sales Performance Management Software](https://www.softwareadvice.com/sales-performance-management/)
-   [Sales Tracking Software](https://www.softwareadvice.com/crm/sales-tracking-comparison/)